Plan Ledger DOL Form 5500 · updated monthly

Wat Opco LLC (dba Woodlake at Tolland)401(k)

WAT OPCO LLC (DBA WOODLAKE AT TOLLAND) 401(K) PLAN · TOLLAND, CT · plan year 2021

Reported admin expense ratio · 2021
0.12%

Wat Opco LLC (dba Woodlake at Tolland) reported $1,025 in plan administrative expenses for 2021: 0.12% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.12% to 0.66%. The plan sits in the under $1M size bracket, benchmarked here against 93 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (1,064th of 1,106), and 11,049th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$829,178
Participants with balances27
Active participants103
Employer contributions—
Employee contributions$12,267
Employer contribution per active participant—
Average account balance$30,710
Benefits paid to participants$85,488
Plan auditUnmodified (clean) audit opinion
AuditorBELFINT, LYONS, SHUMAN, P.A.
Plan history2
Yearassets · accounts · employer contribution
2022$704K · 26 accts
2021$829K · 27 accts
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$1,025
Total administrative$1,025
What these fees cost you

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$5,036 · 0.66%
2021$1,025 · 0.12%
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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 854355556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.